24 lines
1.2 KiB
Markdown
24 lines
1.2 KiB
Markdown
# Current Milestone
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Portfolio Manager Phase 1 (data foundation) complete and merged. All 4 Supabase tables live, 51 tests passing (including integration tests against live DB).
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# Recent Progress
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- **PR #32 merged**: Portfolio Manager data foundation — models, SQL schema, module scaffolding
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- `tradingagents/portfolio/` — full module: models, config, exceptions, supabase_client (psycopg2), report_store, repository
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- `migrations/001_initial_schema.sql` — 4 tables (portfolios, holdings, trades, snapshots) with constraints, indexes, triggers
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- `tests/portfolio/` — 51 tests: 20 model, 15 report_store, 12 repository unit, 4 integration
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- Uses `psycopg2` direct PostgreSQL via Supabase pooler (`aws-1-eu-west-1.pooler.supabase.com:6543`)
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- Business logic: avg cost basis, cash accounting, trade recording, snapshots
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- **PR #22 merged**: Unified report paths, structured observability logging, memory system update
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- **feat/daily-digest-notebooklm** (shipped): Daily digest consolidation + NotebookLM source sync
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# In Progress
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- Portfolio Manager Phase 2: Holding Reviewer Agent (next)
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- Refinement of macro scan synthesis prompts (ongoing)
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# Active Blockers
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- None currently
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